See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,467 | $180,449-48.8% | $154,107-40.0% | $135,375-31.7% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | -2.38% | 888.09%-890.5pp | 735.12%-737.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $6,167 | $6,035+2.2% | $5,298+16.4% | $4,779+29.0% |
| Participant deferral / active EE | $6,105 | $5,806+5.2% | $5,081+20.2% | $5,609+8.9% |
| Admin fee / account holder | $43,722 | $16,143+170.8% | $13,411+226.0% | $10,827+303.8% |